We established the original IFA Index Portfolios back in 2000, based on the DFA Matrix book and several peer-reviewed academic papers describing what I deem to be "Modern Portfolio Theory." Those original index portfolios have essentially remained the same since 2000. But now we are going to change the numbering system so it matches the stock allocation and make a slight improvement in the historical efficiency of the portfolios, based on the last 50 years.

The data provided in all charts referring to IFA Index Portfolios is hypothetical backtested performance and is not actual client performance. Only data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. All other data, including the IFA Indexes, does not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.